This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-29-1999
- Office Locations
- 1
Office Locations
About JMF Capstone Wealth Management
JMF Capstone Wealth Management is a Tuscaloosa, AL RIA providing holistic financial planning—tax considerations, insurance and estate planning—paired with portfolio management grounded in academic, evidence-based investing and risk management. The firm works with individuals and families navigating retirement decisions, including entrepreneurs/business owners, and custodies assets with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
SCOTT A GOLDSMITH
Managing Member
- CRD
- --
- Ownership
- Less than 5%
JOEL WILLIAM LAKE
Chief Compliance Officer, Wealth Advisor
- CRD
- #6261468
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
DAVID J BERNEY
--
- CRD
- #6229875
JAMES GARLAND BRAZIL JR.
--
- CRD
- #4607381
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $415,408,053 | $772,134 |
| Non-Discretionary | $699,866 | $349,933 |
| Total | $416,107,919 | $770,570 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing